Full text of LINCOLN INVESTMENT PLANNING, LLC's X-17A-5 filed 2026-02-27 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ LINCOLN INVESTMENT PLANNING, LLC (SEC File Number: 8-14354) Statement of Financial Condition December 31, 2025 With Report of Independent Registered Public Accounting Firm {1}------------------------------------------------ UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 OMB APPROVAL OMB Number: 3235-0123 Expires: Nov. 30, 2026 Estimated average burden hours per response: 12 # ANNUAL REPORTS FORM X-17A-5 PART III | ours per response.<br>11 | | |--------------------------|--| | | | | SEC FILE NUMBER | | | 8-14354 | | | | FACING PAGE | | | | |-----------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------|--------------------------------------------|--------------------------------------|--| | Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | | | | | filing for the period beginning 01/01/25 | AND ENDING | 12/31/25 | | | | | MM/DD/YY | | MM/DD/YY | | | | A. REGISTRANT IDENTIFICATION | | | | | NAME OF FIRM: Lincoln Investment Planning, LLC | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>@ Broker-dealer<br>Check here if respondent is also an OTC derivatives dealer | | Major security-based swap participant | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | 601 Office Center Dr. Suite 300 | | | | | | | (No. and Street) | | | | | Fort Washington | PA | | 19034 | | | (City) | (State) | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | Diane McCarthy | (215) 881-4656 | | diane.mccarthy@lincolninvestment.net | | | (Name) | (Area Code -- Telephone Number) | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing*<br>Mitchell & Titus | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | 2000 Market Street, Suite 820 Philadelphia | | PA | 19103 | | | (Address) | (City) | (State) | (Zip Code) | | | 10/22/2003 | | 523 | | | | (Date of Registration with PCAOB)(if applicable) | | (PCAOB Registration Number, if applicable) | | | | | FOR OFFICIAL USE ONLY | | | | | | | | | | \* Claims for exemption from the requirement that the annual reports be covered by the reports of an independent public accountant must be supported by a sta…Read the full text as markdown